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Cash Balance Summit 2012

Payden/Kravitz

Saturday, March 17, 2012 from 11:00 AM to 5:00 PM (EDT)

Cash Balance Summit 2012

Ticket Information

Ticket Type Sales End Price Fee Quantity
Financial Adviser Ended Free $0.00
TPA Ended Free $0.00
Vendor/Other Ended $85.00 $0.00

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Event Details

Please join us for the 2nd Annual Payden/Kravitz Cash Balance Summit

Cash Balance Plans continue to be the fastest growing sector of the retirement plan market. Our intensive interactive workshops, led by national experts, will help you learn how to leverage the popularity of Cash Balance plans to grow your 401(k) business. 

Saturday, March 17 -- 11am - 3 pm for Advisers / 11am - 5pm for TPAs
The Cash Balance Summit is a great way to kick off your ASPPA 401(k) Summit weekend and a chance to spend St. Patrick's Day in New Orleans!

FREE for advisers and TPAs
Lunch and Irish beverage break included 

Presentations and discussions will include:
  • Best Practices: Identifying Top Prospects and Closing the Sale
  • Economic Outlook 2012 - What's Ahead in the Cash Balance Market?
  • Innovative Plan Designs to Solve Unique Business Challenges
  • Making Sense of the New ICR Options
  • TPA Session: How to Get Into the Cash Balance Business Overnight

Questions? Call 818.379.6181 or email seminar@kravitzinc.com

Brought to you by Payden/Kravitz. Learn more at www.CashBalanceDesign.com 
Have questions about Cash Balance Summit 2012 ? Contact Payden/Kravitz

When & Where


Hilton New Orleans Riverside
Two Poydras Street
New Orleans, LA 70130

Saturday, March 17, 2012 from 11:00 AM to 5:00 PM (EDT)


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